Loading…
Est. Assets
$4.0M – $9.1M
Assets Disclosed
179
Est. Liabilities
None
Positions Held
4
| General Electric Co | filer | $100,001 - $250,000 | Dividends | — |
| Apple Inc. - Common Stock | filer | $100,001 - $250,000 | Dividends | — |
| Apple Inc. - Common Stock | filer | $100,001 - $250,000 | Dividends Capital Gains | — |
| Apple Inc. - Common Stock | spouse | $100,001 - $250,000 | Dividends | — |
| Apple Inc. - Common Stock | filer | $100,001 - $250,000 | Dividends | — |
| Procter & Gamble | filer | $100,001 - $250,000 | Dividends | — |
| Amazon, Inc. | filer | $100,001 - $250,000 | Capital Gains | — |
| Schwab U.S. Large-Cap ETF EIF | filer | $50,001 - $100,000 | — | — |
| Schwab U.S. Mid-Cap ETF EIF | filer | $50,001 - $100,000 | — | — |
| Schwab U.S. Large-Cap Growth ETF EIF | filer | $50,001 - $100,000 | — | — |
| Schwab U.S. Small-Cap ETF EIF | filer | $50,001 - $100,000 | — | — |
| Schwab U.S. Broad Market ETF EIF | filer | $50,001 - $100,000 | — | — |
| Schwab U.S. Dividend Equity ETF EIF | filer | $50,001 - $100,000 | — | — |
| T. Rowe Price Mid-Cap Growth EIF | filer | $50,001 - $100,000 | — | — |
| Fiam Small Cap Core EIF | filer | $50,001 - $100,000 | — | — |
| Hotchkis & Wiley Mid Cap Value EIF | filer | $50,001 - $100,000 | — | — |
| FMIHX FMI Large Cap EIF | filer | $50,001 - $100,000 | — | — |
| Vanguard 500 Index Admiral Shares EIF | filer | $50,001 - $100,000 | — | — |
| VIG Vanguard DVD App EIF | filer | $50,001 - $100,000 | — | — |
| iShares S&P 500 Index EIF | filer | $50,001 - $100,000 | — | — |
| Apple Inc. (Fidelity holding) | filer | $50,001 - $100,000 | Dividends | — |
| Vanguard Total Stock Fund (VSMPX) EIF | filer | $50,001 - $100,000 | — | VSMPX |
| Schwab 529 # 2 EIF | filer | $50,001 - $100,000 | — | — |
| Schwab 529 # 1 EIF | filer | $50,001 - $100,000 | — | — |
| HSPCX Finl ins Emerald Cl C EIF | filer | $50,001 - $100,000 | — | — |
| iShares S&P MidCap 400 Index EIF | filer | $50,001 - $100,000 | — | — |
| T. Rowe Price Mid-Cap Growth EIF | filer | $50,001 - $100,000 | — | — |
| Vanguard Admiral Treasury Money Market EIF | filer | $50,001 - $100,000 | — | — |
| Hotchkis & Wiley Mid-Cap Value Fund EIF | filer | $50,001 - $100,000 | — | — |
| Fidelity Institutional Asset Management EIF | filer | $50,001 - $100,000 | — | — |
| iShares S&P 500 Index EIF | filer | $50,001 - $100,000 | — | — |
| General Mills, Inc. | filer | $50,001 - $100,000 | Dividends | — |
| Duk Duke Energy Corp | filer | $50,001 - $100,000 | Dividends | — |
| Duke Energy Corp | filer | $50,001 - $100,000 | Dividends | — |
| U.S. bank account # 1 (cash) | filer | $15,001 - $50,000 | Interest | — |
| BHP Billiton Ltd (BHP) | spouse | $15,001 - $50,000 | Dividends | BHP |
| iShares Nasdaq Biotechnology Index Fund | spouse | $15,001 - $50,000 | Capital Gains | — |
| Vanguard Total Stock Fund (VSMPX) EIF | filer | $15,001 - $50,000 | — | VSMPX |
| iShares Silver Trust | filer | $15,001 - $50,000 | Capital Gains | — |
| Bond Pennsylvania Turnpike | filer | $15,001 - $50,000 | Interest | — |
| Bond Las Vegas NV CTFS City Hall | filer | $15,001 - $50,000 | Interest | — |
| Johnson & Johnson | filer | $15,001 - $50,000 | Dividends | — |
| Merck & Co Inc | filer | $15,001 - $50,000 | Dividends | — |
| Coca-Cola Co | filer | $15,001 - $50,000 | Dividends | — |
| CTBB Quest Corp PFD | filer | $15,001 - $50,000 | Dividends | — |
| Virginia Pre-pay College Fund EIF | filer | $15,001 - $50,000 | — | — |
| Virginia Pre-pay College Fund | filer | $15,001 - $50,000 | — | — |
| VA 529 total stock index EIF | filer | $15,001 - $50,000 | — | — |
| VA 529 total stock index | filer | $15,001 - $50,000 | Interest | — |
| VA 529 total stock index | filer | $15,001 - $50,000 | — | — |
| Fidelity Stock Selector Sm Cp EIF | filer | $15,001 - $50,000 | — | — |
| Schwab U.S. Large-Cap Value ETF EIF | filer | $15,001 - $50,000 | — | — |
| Schwab U.S. Dividend Equity ETF - Schwab dividend equity etf EIF | filer | $15,001 - $50,000 | — | — |
| BHP Billiton LTD (BHP) | filer | $15,001 - $50,000 | Dividends | BHP |
| Coca-Cola Co | filer | $15,001 - $50,000 | Dividends | — |
| Merck & Co Inc | filer | $15,001 - $50,000 | Dividends | — |
| EMP Energy MS 4.9% | filer | $15,001 - $50,000 | Dividends | — |
| AXIS Cap HldGS Ltd | filer | $15,001 - $50,000 | Dividends | — |
| IJR shares core S&P SML ETF EIF | filer | $15,001 - $50,000 | — | — |
| Fidelity Advisor New Insights I EIF | filer | $15,001 - $50,000 | — | — |
| Entergy PFD (EAI) | filer | $15,001 - $50,000 | Dividends | EAI |
| Entergy LA PFD (ELC) | filer | $15,001 - $50,000 | Dividends | ELC |
| Las Vegas Sands (LVS) | spouse | $15,001 - $50,000 | Dividends | LVS |
| Amazon, Inc. (covered call) | filer | $1,001 - $15,000 | Ordinary Income Option Premium | — |
| Bristol-Myers Squibb | filer | $1,001 - $15,000 | Dividends | — |
| Intel Corporation - Common Stock | filer | $1,001 - $15,000 | Dividends | — |
| VA 529 total stock index | filer | $1,001 - $15,000 | Interest | — |
| General Electric Co | filer | $1,001 - $15,000 | Interest | — |
| Intel Corporation - Common Stock | filer | $1,001 - $15,000 | Dividends | — |
| VA 529 total stock index | filer | $1,001 - $15,000 | — | — |
| Invesco Advisors Stable Value Portfolio EIF | filer | $1,001 - $15,000 | — | — |
| Apple Inc. (covered call) | filer | $1,001 - $15,000 | Ordinary Income Option Premium | — |
| VA 529 total stock index | filer | $1,001 - $15,000 | — | — |
| Invesco Advisors Stable Value Portfolio EIF | filer | $1,001 - $15,000 | — | — |
| VA 529 total stock index | filer | $1,001 - $15,000 | — | — |
| AT&T Inc | filer | $1,001 - $15,000 | Dividends Capital Gains | — |
| U.S. bank account # 3 (cash) | filer | $1,001 - $15,000 | Interest | — |
| U.S. bank account # 4 (cash) (trust account) | filer | $1,001 - $15,000 | Interest | — |
| Walt Disney Co (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| SPDR Gold Shares (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Home Depot, Inc. (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Whiting Petroleum Co (WLL) (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| iShares Silver Trust (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Stratasys, Ltd. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| TrueCar, Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| PG&E Corporation | filer | None (or less than $1,001) | Capital Gains Dividends | — |
| Jones Day, (401k) defined contribution plan | filer | — | — | — |
| iShares S&P U.S. Preferred Stock Index (sold) | filer | None (or less than $1,001) | Dividends | — |
| Inherited Wells Fargo IRA (in trust for minor children) | filer | — | — | — |
| WD-40 Company - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| CULP Inc (CFI) (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Columbia Sportswear Company - Common Stock (sold) | spouse | None (or less than $1,001) | Dividends | — |
| Children's Place, Inc. (The) - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Callon Petroleum Co (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| IJH Oscars care s&p mid etf (sold) EIF | filer | None (or less than $1,001) | — | — |
| Dodge & Cox Intl FD (DODFX) EIF | filer | None (or less than $1,001) | — | DODFX |
| TrueCar, Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Sasol Limited (SSL) | filer | None (or less than $1,001) | Capital Gains Interest | SSL |
| Salesforce.com (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Vale SA ADR | filer | None (or less than $1,001) | Capital Gains | — |
| FireEye Inc. (FEYE) (sold) | filer | None (or less than $1,001) | Capital Gains Dividends | — |
| Apple Inc. (covered call) (sold) | filer | None (or less than $1,001) | Ordinary Income | — |
| Home Depot, Inc. | filer | None (or less than $1,001) | Capital Gains | — |
| BE Aerospace (BEAV) (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| NetApp, Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| DexCom, Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| BlackRock, Inc. (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Raytheon Co | filer | None (or less than $1,001) | Capital Gains Dividends | — |
| iShares Nasdaq Biotechnology (covered calls) | spouse | None (or less than $1,001) | Ordinary Income | — |
| Brocade Communications Systems, Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Brinks Co (BCO) (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Splunk Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Automatic Data Processing, Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains Dividends | — |
| Apple Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Cliffs Natural Resources, Inc. (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Amazon.com, Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Adobe Systems Incorporated - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| 8x8 Inc - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Federalist Society (July 12, 2016) | filer | — | Honorarium | — |
| Jones Day, defined benefit plan (value not readily ascertainable): eligible for payments at retirement | filer | — | Retirement Payments (annual) | — |
| U.S. Bank Accounts (cash) | filer | — | — | — |
| Jones Day (law firm) | filer | — | Partner Compensation | — |
| U.S. bank account # 2 (cash) | filer | None (or less than $1,001) | Interest | — |
| Schwab Brokerage Account (spouse) | filer | — | — | — |
| Yelp Yelp, Inc. (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Amazon.com, Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Boston Beer Company (SAM) (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Amazon, Inc. (AMZN) (covered calls) (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Schwab Brokerage Account (Joint) | filer | — | — | — |
| Apple Inc. (covered call) | filer | None (or less than $1,001) | Ordinary Income Call Premium | — |
| Francesca's Holdings Corporation - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| PVH Corp (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Apple Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Apple, Inc. (covered calls) (sold) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Square, Inc. (sold) | spouse | None (or less than $1,001) | Capital Gains Dividends | — |
| TrueCar, Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Interest | — |
| Twilio Inc. (TWLO) (sold) | spouse | None (or less than $1,001) | Capital Gains Dividends | — |
| Walt Disney Co (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Whiting Petroleum Co (WLL) (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| United Rentals, Inc. (URI) | filer | None (or less than $1,001) | Capital Gains | URI |
| Lululemon Athletica, Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Finisar Corporation - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| PACCAR Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Palo Alto Networks, Inc. | spouse | None (or less than $1,001) | Capital Gains | — |
| Pan American Silver Corp. - Common Stock | spouse | None (or less than $1,001) | Capital Gains | — |
| SE Spectra Energy (covered call) (sold) | spouse | None (or less than $1,001) | Ordinary Income Call Premium | — |
| Spectra Energy Corp (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Schwab IRA | filer | — | — | — |
| FRT Federal Realty Invite Reit (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Ubiquiti Networks, Inc. - Common Stock | spouse | None (or less than $1,001) | Capital Gains | — |
| Callon Petroleum Company (CPE) | spouse | None (or less than $1,001) | Capital Gains | CPE |
| Seagate Technology. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| iShares Silver Trust (sold) | spouse | None (or less than $1,001) | Capital Gains Interest | — |
| Yelp Yelp, Inc. | filer | None (or less than $1,001) | Capital Gains | — |
| General Mills, Inc. (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Francesca's Holdings Corporation - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Western Digital Corporation (Fidelity) - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains Interest | — |
| Stratasys, Ltd. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Soda International, Inc. | filer | None (or less than $1,001) | Capital Gains | — |
| Newmont Mining Corp (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| iShares Silver Trust (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| The Middleby Corporation - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Magna International, Inc. | filer | None (or less than $1,001) | Capital Gains | — |
| SPDR Gold Shares (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Rocket Fuel Inc. - Common Stock (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| Cabelas, Inc. | filer | None (or less than $1,001) | Capital Gains | — |
| BlackRock, Inc. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Amazon, Inc. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Apple Inc. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| El Pollo Loco Holdings, Inc. - Common Stock (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| Apple Inc. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Duke Energy Corp (sold) | spouse | None (or less than $1,001) | Capital Gains | — |
| BlackRock, Inc. (sold) | filer | None (or less than $1,001) | Capital Gains | — |
| BlackRock, Inc. (covered call) | filer | None (or less than $1,001) | Ordinary Income Option Premium | — |
| Walt Disney Co (sold) | filer | None (or less than $1,001) | Capital Gains Dividends | — |